+1,611.9%
BE vs VSXY
+339.2%
+1,272.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.1% | -0.9% | -3.5% |
| 7D | +9.7% | -0.3% | +10.1% | +9.9% |
| 30D | +22.4% | -22.1% | +44.4% | +27.5% |
| 3M | +10.4% | -1.1% | +11.5% | +8.6% |
| 6M | +67.9% | +53.8% | +14.0% | +47.8% |
| YTD | +197.5% | +35.5% | +162.0% | +167.7% |
| 1Y | +310.6% | +186.0% | +124.6% | +219.3% |
| All | +1,611.9% | +339.2% | +1,272.7% | +992.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VSXY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling